-2.2%
RACE vs BUD
+31.7%
-34.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | -4.0% | -1.6% | -2.4% | -3.6% |
| 30D | +3.5% | +6.7% | -3.1% | +1.5% |
| 3M | -0.4% | +5.9% | -6.3% | -2.2% |
| 6M | +23.2% | +5.1% | +18.1% | +20.7% |
| YTD | +11.0% | +32.9% | -21.9% | +3.4% |
| 1Y | -2.2% | +31.8% | -34.1% | -9.0% |
| All | -2.2% | +31.7% | -34.0% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling